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Elite Wealth Management’s IBM IBM Stock Holding History

Elite Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,252
Closed -$1.25M – 50
2025
Q2 		$1.25M Sell
4,252
-85
-2% -$21.9K 0.41% 17
2025
Q1 		$1.08M Buy
+4,337
New +$1.06M 0.14% 22
2016
Q3 		$7K Buy
+45
New +$6.83K 0.01% 126
2014
Q4 		– Sell
-2,691
Closed -$488K – 230
2014
Q3 		$488K Sell
2,691
-7,342
-73% -$1.34M 0.44% 51
2014
Q2 		$1.74M Sell
10,033
-2,402
-19% -$432K 1.73% 7
2014
Q1 		$2.29M Buy
12,435
+4,982
+67% +$877K 1.85% 8
2013
Q4 		$1.34M Buy
7,453
+4,459
+149% +$769K 0.98% 24
2013
Q3 		$530K Sell
2,994
-1,789
-37% -$325K 0.47% 48
2013
Q2 		$874K Buy
+4,783
New +$931K 1.29% 13

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Elite Wealth Management's IBM Position: Q3 2025 in Review

Elite Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 4,252 shares — an estimated $1.25M sold.

Elite Wealth Management first reported a position in IBM in Q2 2013 and held it in 9 quarters. The position peaked at $2.29M in Q1 2014. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Elite Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Elite Wealth Management sold 4,252 IBM shares in Q3 2025, an estimated $1.25M.
  • Elite Wealth Management first reported a position in IBM in Q2 2013 and held it in 9 quarters.
  • Elite Wealth Management's IBM position peaked at $2.29M in Q1 2014.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Elite Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.